Capital Advisors, Ltd. LLC
Q4 2025 13F Holdings
- Locationshaker heights, OH
- Num holdings
1,536
- Value ($000)
$887
- Date Filed01/21/2026
- Form type13F-HR
- CIK0001597878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $80.93K | 9 % | 118,682 | ||
ISHARES TR | RUS 1000 GRW ETF | 46435U549 | $68.12K | 8 % | 143,917 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $33.38K | 4 % | 168,053 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $31.89K | 4 % | 145,080 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $30.24K | 3 % | 90,206 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $26.55K | 3 % | 126,242 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $22.79K | 3 % | 242,057 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $22.74K | 3 % | 118,726 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $21.2K | 2 % | 305,399 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | $20.54K | 2 % | 212,003 |
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